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Dimensional US Targeted Value ETF

807 hedge funds and large institutions have $10.2B invested in Dimensional US Targeted Value ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 297 increasing their positions, 262 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
576
First Manhattan
New York
$392K
SHF
577
Stage Harbor Financial
Massachusetts
$391K
KFP
578
Keener Financial Planning
Texas
$388K
BWM
579
BCO Wealth Management
New Mexico
$386K
HIA
580
HTG Investment Advisors
Connecticut
$382K
CG
581
Corundum Group
Colorado
$380K
DWM
582
Diversify Wealth Management
Utah
$377K
AFAS
583
Acorn Financial Advisory Services
Virginia
$375K
SSC
584
Syverson Strege & Co
Iowa
$370K
VFP
585
Verus Financial Partners
Virginia
$369K
WAN
586
Wealth Advisors Northwest
Oregon
$369K
WFA
587
WMG Financial Advisors
Tennessee
$368K
HTWM
588
Hartmann Taylor Wealth Management
Texas
$363K
AIS
589
Accredited Investor Services
Minnesota
$363K
Bank of New York Mellon
590
Bank of New York Mellon
New York
$362K
TP
591
Tranquility Partners
Tennessee
$358K
ASN
592
Advisory Services Network
Georgia
$358K
TCA
593
Transcend Capital Advisors
New Jersey
$357K
WWM
594
Whalen Wealth Management
Nevada
$357K
VCM
595
Vision Capital Management
Oregon
$356K
CFO
596
Collective Family Office
Pennsylvania
$353K
OP
597
Oath Planning
Oklahoma
$353K
HA
598
Hanover Advisors
South Carolina
$349K
DWS
599
Discipline Wealth Solutions
South Carolina
$348K
PA
600
Pinnacle Associates
New York
$346K